HomeMy WebLinkAbout03-0307 PETITION FOR PROBATE and GRANT OF LETTERS
E~'tare of Emily Fz~n~e~~ Deeter
Regiatcr of Wills for thc
Deceased~ County of ~~nd
Sociat Set"urit~, No, 174-20-5000
Commonwealth or Pe~sylvaaia
The petitkm of the undersigned respectfully reprc~enls
~om' pc~ilioneas), who is/arc 18 years of age or older an the execut°r
in the last will of the above decedent, dated ~, 2/12/99
and codicil(s) dated
thc
named
l)ecevdcnt was domicilecl at death in Cumberland ._ Coullty.~ Pennsylvania. with
h e.~r.___ lust family or principal re$idenc~7.~tlHessiah V-i"i-'7.!'~ge, Mechana. csburg, PA 17055
(list atrc,.:l. J~t:m0er ar, d ~lltt~lcipali 'v)
Decendent, lhcn .7,8....~.:__ 7earsot. age~_tlicd~.__~arch 17, 2003 19__
at_..H, ply Spirit nos. p.~tal, East Pennsboro Twp:',---L~-~Y~6-7-' '
Except aa follows, decedent dM not marry, was not divorcee! '.and did [~ct have a child born o~' adopted
after execution of the will ofl~r~ for probate; was nor the ~ictim ol'a killing and was Ilever adjudicated
incompetent:
Decendem al death owncq property with estimated values as IBllow$:
(If domiciled in Pa.) All personal pro)~erty $25,000.00
(Il' not domiciled h', Pa.} Personal property in Pennsylvania $
(11' not domiciled in Pa.} Personal property m County
Value o1" real e,~tatc in Penr~sylva~lia $
:iituuted as rollows:
WHEREFORE, petitioner(s) respectfully
presented herewith anti the grant o! letter~__
thcron.
~= Edmund D. Crawford
122 ~upclo St~
r~quea(a) ~he probate of the lust will and codicil(s)
T e s 1;: .a,.mentary
0 ['~amentaryl administral ion [-,t.a.; administration d.b.n.c.t,:.L.)
OATH OF PERSONAL REPRESENTATIVE
COMMONWEAL]"H ?F PENNSYLV~ANIA
COUNTY OF 0.I~ -ak:~.~ _. .....
Thc petitioner(s} above-named swear(s) or affirm(s) that ~he statements in the foregoing petition are
true and correct to thc best of tl~e knowledge and ~tief of petitioner(s) and that a~ personal represen-
tative(a) of the above decedent petitioner('~) will well and truly administer the estate according to law,
Sworn to or affirmed and subscribed [-~
Estate Of EMILY F~}IDEETER ~ Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW APRIL ?,. ?f)f)3 1t~ , in consideration of the petition on
the re~crse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) datec[~ February 1.2. 5..._1999
described therein be admitted to probate and fi]ed of record as the last will of
Emily F~ Deeter ;
and L~tters Testamentary
are hereby ~ranted to ,,.
EDMUND
FEES
Probatc, Letters, Etc .......... $l~
Sllort Certificates( ) ......... $ ~.~
TOTAL ~
L. ReX Bickley 23095
AIWORNE¥ (Sup. Ct. I.D.
121 South St., Harrisburg, PA 17101
717-234-05~l~s$
presented being dui according to
(each) a subscribing witness t he will '
present and saw
law, depose(s) ~s) that
t~~ , sign t e:h' same an~d~ __~ig~ed asa witness at the'
request of~sta~_ in h_~ presence a~in the presence of each other) (?l%the presence of the
other subscribing wi~ ~ ~
0rn to or affirmed and subsc~n~! before ~ ~~
meG__ '~_'~d~o f ~ (Name)
%~ 19 %xx~ (A~ddr~
~ Register ~
(Name)
(Address)
REGISTER OF WILLS OF iL~.~,~,,~ COUNTY
OATH OF NON-SUBSCRIBING WITNESS
(each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that
_J-Z-~c f~,A familiar with the signature of ~.~w~ ~,~ r~ ~ ~ ,
testa[n~ of (one of the subscribing witnesses to) the ~w~ presented herewith and
codicil
believes the signature on the will is in the handwriting of
to the best of ~
Sworn to or affirmed and subscribed before
me this h~~V~ __ day of
¢' ~L~"~~-9'~ 19.__
knowledge and belief.
(Address)
LAST WILL AND TESTAMENT
I, EMILY F. DEETER, of 349 East 49th Street, County, City and
State of New York, do hereby make, publish and declare this to be my
LAST WILL AND TESTAMENT.
FIRST:I hereby revoke all Wills and Codicils, at any time,
heretofore made by me.
SECOND: I direct that after my death, my body shall be cremated,
and my ashes interred in the "MATHER/DEETER" plot in the Harrisburg Cemetery,
Harrisburg, Pennsylvania.
~HIRD: I direct my Executor, hereinafter named, to pay out
of my estate, my funeral expenses.
FOURTH: I direct my Executor, hereinafter named, to pay out of
my estate, all estate, inheritance, transfer and succession taxes, payable
by reason of my death, on property passing under this my Will, or otherwise.
FIFTH: I direct my Executor, hereinafter named, to distribute
in his sole and uncontrolled discretion, as gifts from me, all of my jewelry,
wearing apparel, books, paintings, photographs, china, silver, bric-a-brac,
household furniture and furnishings ("personal effects") amongst my relatives
(including my said Executor) my friends and charities of his choice, and for
that purpose it is my intention to leave a written memorandum with this my
Will, setting forth my suggestions for the distribution of my personal effects
or in the alternative, and in the sole and uncontrolled discretion, of my
said Executor, to sell all or part of my personal effects, at public or
private sale, and the money received therefrom shall be a part of my residuary
estate.
1 -
'~SIXTH: I direct my Executor, hereinafter named, to sell
the capital stock together with proprietary lease, incident to the
cooperative apartment that I own and reside in at 349 East 49th Street,
New York, New York, and the proceeds received therefrom shall be a part of
my residuary estate.
SEVENTH: Ail the rest, residue and remainder of my estate,
both real and personal, and wheresoever situate (herein referred to as my
"residuary estate'"), I give, devise and bequeath as follows:
(1) two (2%) percent thereof TO EACH of the following
named, in existence at the time of my death, to wit, the GIRL SCOUNTS OF USA
of 420 Fifth Avenue, New York, New York, the CATHERINE VAN BUREN FUND of
the Riverside Church of 490 Riverside Drive, New York, New York, and the
HEDGEROW THEATRE of 60 Rose Valley Road, Rose Valley, Pennsylvania; and
(2) the remainder of my residuary estate, in equal shares,
to the following named of my nephews and nieces who shall survive me, to wit,
ALBERT BICKLEY CRAWFORD, EDMUND DEETER CRAWFORD, EDMUND MATHER DEETERIII,
PHILIP EWELL DEETER, ANNE DEETER GALLAHER and LISA DEETER DYMSKI.
EIGHTH: I nominate and appoint as the Executor of this
my Last Will and Testament my nephew EDMUND DEETER CRAWFORD of 132 Tupelo
Street, Harrisburg, Pennsylvania, but if he shall predecease me, refuse
to act, fail to qualify or fail to act for any reason whatsoever, then I
nominate and appoint as Executor, in his place and stead my nephew
PHILIP EWELL DEETER of 1410 Eaves Spring Road, Malvern, Pennsylvania, and
no bond or other security shall be required of either of them as such Executo~
IN WITNESS WHEREOF I have hereunto set my hand and seal this
~day of February 1999. (/~'~ ~' ~-~' (1.S.~
WITNESSES' ~q'~2~gl ~~ ~?0~,o~.~ ~, _ ~ F
· ,ee~ ~ EMILY . DEETER
The foregoing instrument consisting of two (2) pages was
Signed, Sealed, Published and Declared by EMILY F. DEETER, Testatrix,
as and for her Last Will and Testament, in our presence, who at her request,
in her presence and in the presence of each other, did sign our names thereto
as attesting witnesses and did add opposite thereto our respective places of
residence all on the...../~' day of February 1999.
Deated: New York, New York
February 1999
NAMES: ADDRESSES:
- 3 -
Index No. Year
LAST WILL AND TESTAMENT
EMILY F. DEETER
Testatrix
YVONNE LAWRENCE, ESQ.
~torney~ ~r
Testatrix
Offceand Post OffceAdd~
201 West 74th Street, Unit
New York, New York 10023
tel. no 212-724-5218
8G
To
Attorney(s) for
Service of a copy of the within
Dated,
Attorney(s) for
is hereby admitted.
Sir: Please take notice
[] NOTICE OF ENTRY
that the within is a (certified) true copy of a
duly entered in the office of the clerk of the within named court on 19
[] NOTICE OF SETTLEMENT
that an order of which the within is a true copy will be presented for
settlement to the HON. one of the
judges
of the within named Court, at
on the day of
Dated,
19 at M.
Yours, etc.
Attorney(s) for
Office and Post Office Address
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent:
Date of Death:
Will No. 2003-00307
Emily F. Deeter
March 17, 2003
Adm No.
To the Register:
I certify that notice of estate administration required by Rule 5.6(a) of the Orphans' Court
Rules was served on or mailed to the following beneficiaries of the above-captioned estate on:
Name Address
Albert B. Crawford, II, 1104 E. Coover St., Mechanicsburg, PA 17055
Edmund M. Deeter, III, 1350 Eaves Spring Rd., Malvem, PA 19355
Philip E. Deeter, 1410 Eaves Spring Rd., Malvern, PA 19355
Anne D. Gallaher, 1701 Chatham Rd., Camp Hill, PA 17011
Lisa D. Dymski, 281 Hoy Rd., Carlisle, PA 17013
Gift Scouts of the USA, 420 5th Ave., New York, NY 10018
Catherine Buren Fund, Riverside Church, 490 Riverside Dr., New York, NY
Hedgerow Theater, 64 Rose Valley Rd., Media, PA 19063
10027
Notice has been given to all persons entitled thereto under Rule 5.6(a) except
Date: April 10, 2003
L. Rex BickleyJ
121 South
Harrisburg/PA 17101
(717) 234-0577
Counsel for Personal Representative
IN THE COURT OF CO~4ON PLEAS, CUMBERLAND COUNTY
PENNSYLVANIA
ORPHANS' COURT DIVISION
ESTATE OF
EMILY F DEETER
)
) Register's # 21-2003-307
Deceased )
CLAIM
To the Clerk of the Orphans' Court Division:
Index and make proper entry in your official records of the
claim of CIqlBANK(SOUTHDAKOTA)NA in the amount of $10,375.69
against the estate of the above-named decedent. This claim is
filed under Section 3532 (b) (2) PEF Code, 20 Pa. C.S. ss. 3532
(b) (2).
The said decedent, whose last known residence was at
OAK OVAL PO BOX 20]5 MECHANICSBURG PA ]70552015
761
Written notice of this claim was given to EDMUNDDEETER
CRAWFORD, Executor, 132 TUPELO ST, HARRISBURG, PA 177100000 on May 21, 2003.
¢tWl~ma nt%
SHAWN HARMER, Manager of Citicorp Credit Services,
Inc.,USA under limited power of attomey for CITIBANK
~i~J~_J~I~ Ib~!ao NA
Kansas City, MO 64153
(Claimant's Address)
05/20/2003-212
Acct. #5491139000447269
Your A/&T [ / sat Card Statement \
March 14 - April 14, 2003~
EMILY F DEETER
Account .5491 1390 0044 72B9
Calling Card 8460097497 + PIN
No Annual Fee/Platinum Card
Page 1 of 3
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Minimum Payment Due .................................. SA,3P,.00
Due Date* Ma .
............................................. ¥.9..2003
*Payment must be received by 1:00 pm local time on the payment due date.
Amount Past Due ........................................ .~2.16.00
Credit Line ................................................ $25,000.00
Available Credit .................................................. $14,492.00
Cash Advance Limit .......................................... $12,000.00
Ava ab e Cash Advance Limit ........................... $12,000.00
Previous Balance 10:37S69
Payments and Adiustments 0.00
Master Card Activity 131
Total AT&T Services _n nn
New Balance
Note: Detailed activity starts on page 3.
1o,5o7.
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Payment Record Amount Paid:
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Account Number
6491 1390 0044 7269
yOU provide an e-mall addr®es, we may uss It to contact you about your
accgm3t. We may al~ ~e your e-~il address Io se~ you nform~ion about
prouu~s and s~vt~s you ~ht find
Payment Due I Nm,, r~m?=~ce I
I
53S HC O0 A I AR7050230
I,,,111,,.~,,,,I,1,,I,1.,,I,III .... .il,hi .... I1,1,1,1,,I,I
EHZLY F DEETER
761 OAK OVAL PO BOX 2015
HECHANZCSBURG PA 17055-2015
Minimum Payment J Enter Amount Enclosed
,434.00 J$
Clly State Zip
Home phone B~siness phone
I( ) ( )
Emall'
Make check payable to: AT&T Universal Card
II1,,,I,,,I,I1,,11,,,,11,,I,,I,,,I,II1,,,I,1,,,,1,11
AT&T UNIVERSAL CARD
PO BOX 8209
SOUTH HACKENSACK NJ 07606-8209
I1,1,1,,111111,,I,,111,,1111,1,,11,11,1,1,111,,11,11,11,,11,11
54911390004472690000434000010507588
E ¥,- I DUU
't-I - 13'3 .- '-1
INHERITANCE TAX RETURN
RESIDENT DECEDEN'I'
DE CHJLI~'I'S NAM[ (LAS'I, HR,S], AND IVilfJDl E tNI] IAI )
DEETER,
Ul
UJ
EMILY F.
Z
DATE OF DEATH (MM-DD.YFAR) DATE OF BIRTH (MM-DD.YEAR)
3/17/03 3/28/24
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAgl: HRS1, AND MIDDLE INITIAL)
SOCIAl SECURITY NUMBER
._j74_ -.___2~__ - 5000
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAl. SECURITY NUMBER
~J 1. Original Return
~4. Limiled Eslale
~6. Decedenl Died Testate (^~taa~ copy of Will)
~2. Supplemenlal Relum
I---] 4a. Future Interest Compromise (dale ol ~m ane, 12-12-82J
~7. Decedenl Maintained a Living Trusl
~3. Remainder Relum (dale or dealh I'~lim I~ 12.13.82)
E~]5. Federal Eslale Tax Return Required
8. Total Number of Safe Deposil Boxes
~] 9. Litigation Proceeds Received E~ 10. Spousal Poverly Credil (dale ,f cea,, b~,~ee~ ,2-,1-9, a,,d ,-'~-,.~) ~ 11. Eteclion to tax under Sec. 9113(A)(^,,ach S~,, O)
THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Z
0
n~
0
NAME
L. Rex Bickley, Esq. COMPLETE IVlAILING ADDRESS
FIRM NAME(IfAppliCable) 121 South St., Harrisburg, PA
TELEPHONE NUMBER
14.
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3)
4. Mortgages & Notes Receivable (Schedule D) (4)
5. Cash, Bank Deposits & Miscellaneous Personal Properly (5) 20,180.90
(Schedule E)
6. Jointly Owned Property (Schedule F)
E] Separate Billing Requested (6)
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Properly (7)
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H) (9) 7,321.08
10. Debts of Decedent, Modgage Liabilities, & Liens (Schedule I) (10) ] 4,627.05
11. Total Deductione (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Governmental Bequests/Sec 9113 Trusls for which an election to tax has not been
made (Schedule J)
Ne1 Value Subject to Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS Off REVERSE SIDE FOR APPLICABLE RATES
17101
73
(8) 20,180.90
(%~ 21,948.13
(12) (1,767.23)
03) O
(14)
Z
O 15. Amount ol Line 14 taxable at the spousal tax
re(e, or transfers under Sec. 9116 (a)(1.2)
16. Amount of Line 14 taxahle al lineal rate
17. Amount of Line 14/exable al sibling ta(e
O
18. Amount of Line 14 taxable al collateral rale
19, T~.x Due
.0 .. (15)
.o__ (16)
.12 (17)
.15 (18)
09.)
> > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH
STREET ADDRESS
CITY
l~)x Payments and Credits:
1. Tax Due (Page 1 Line 19)
Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
JSiATE
(1)
Total Credits (A + B + C )
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Interest/Penalty ( D + E )
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page I Line 20 to request a refund
5. tf Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the tax due.
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
(2)
(3)
(4)
(5)
(SA)
(5B)
ZIP
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY P~CING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the prope~ transfe~ed; .......................................................................................... ~ ~
~. retain the right to designate who shall use the properly t~nsferred or i~ in.me; ............................................ ~ ~
o. retain a reversiona~ interest; or... . ............................................... ~ ~
d. receive the promise for life of either payments, benefits or ~re? ...................................................................... ~ ~
2. If death o~u~ed after December 12, 1982, did decedent transfer prope~ within one year of death
without re~iving adequate considera~on?
3. Did decedent own an "in trust foff' or payable upon death bank account or securi~ at h s or her death? .............. ~ ~
4. Did decedent own an Individual Retirement Ac~unt, annulS, or o~er non-probate properly which
contains a beneficia~ designation?
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND. FILE IT AS PART OF THE RETURN,
Under ~nalties of ~rju~, t declare that I have examin~ ~is return, including ac~mpanying schedules and s~temen~, a~ to lhe best of my kn~l~e and belief, it is tree, ~ect and ~mplele.
D~TE t
Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge,
ADDRES~X~ -
SIGNATU ,~E OF PREPARER OTHER THAN REPRESENTATIVE
DATE
ADDRESS
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3%
[72 RS. §9116 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. §9116 (a) (1.1) (ii)].
The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if
the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent,
or a stepparent of the child is 0% [72 P.S. §9116(a)(1.2)].
The tax rate imposed on the net value of transfers to or for the use nf fhe dec,~d,m~'- li'~ea~ beneficiaries; ,o
.............. s 4.., Yo, except as noted in 72 P.S. §9116(1.2) [72 F.S. §9i16(a)(1)].
The tax rate imposed on the net value of transfers to or for the use of the deceden~'s siblings is 12% [72 P.S. §9116(a)(1.3)]. A sibling is defined, under Section 9102, as an
individual who has at least one parent in common with the decedent, whether by blood or adoption.
COMMONW[ A[TH OF PENNSYLVANIA
INHERITANC[ lAY, RETURN
RESIDENI DECEDENI
SCHEDULE E
CASH, BANK DEPOSITS, & MISC,
PERSONAL PROPERTY
ES'~ATE OF FILE NUMBER ....
EMILY F. DEETER
Include the proceeds of litigation and the date the proceeds were received by the estate. All properly jointly*owned with the right of survivorshi taus! be disclosed on Schedule F.
ITEM
NUMBER DESCRIPTION VALUE AT DATE
OF DEATH
2.
3.
4.
5.
6.
7.
8.
9.
Cash
Bank Account PNC
Bank Account Belco
Bank Account HSBC
Lon-Term Care Premium Refund
BC/BS Premium Refund
Federal Income Tax Refund
Life Insurance Premium Refund
Magazine Subscription Refund
Capital One Refund
TOTAL (Aisc enter on line 5, Recapitulation)
more space ,s
627.95
1,086.85
14,536.42
43.58
2,272.60
486.92
1,042.00
5.19
46.69
32.70
$ 20,180.90
..... SCHEDULEH
COMMONW-EALTH OF PENNSYLVANIA FUNERAL EXPENSES &
INHERITANCE TAX RETURN ADMINISTRATIVE COSTS
RESIDENT DECEDENT
ESTATE OF
EMILY F. DEETER FILE NUMBER ~
NUMBER
A. AMOUNT
Debts of decedent must be reported on Schedule I.
ITEM
DESCRIPTION
FUNERAL EXPENSES: C r ema t ion
1, Interment
Grave marker
Honorarium
After. service
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personat Representative (s) Ted Crawford
Social Security Number(s) ! E]N Number of Personal Representative(s)
Sb'eetAddress 132 Tupelo St.
c~. Harrisburg, PA 17110
Slate __
Year(s) Commission Paid:
2. AttomeyFees L. Rex Bickley
3. Family ExemplJon: (If decedenfs address g not the same as d, aimant's, atlach explanation)
Claimant
Street Address
C~
Relationship of Claimant to Decedent
4. Probate Fees Cumberland Co.
5. Accountant's Fees
6. Tax RetumPrepare(s Fe~ncome tax
7.
Patriot news estate notice
Cumberland Law Journal
Fee to open Estate account
Zip
State. Zip
Register of Wills
TOTAL (Also enter on line 9, Recapitulation)
(If more space is needed, insert additional sheets of lhe same size)
1466.30
400.00
590.00
150.00
536.75
2000.00
1500.00
121.00
400.00
76.03
75.00
6.00
$ 7321.08
ESTATE OF
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES AND LIENS
EMILY F. DEETER
Please Print or Type
FILE NUMBER
ITEM
NUMBER
2.
3.
4.
5.
6.
DESCRIPTION
AT&T Mastercard
AMEX
Capital One Visa
2003 income tax (estimated)
2002 income tax (New York)
2002 income tax (Mass.)
TOTAL (Also enler on line 10, Recapilulation)
AMOUNT
10,375.69
20.00
3,813.36
200.00
147.00
71.00
14,627.05
(If more space is needed, insert additional sheets oz, same size.)
EX+ (2.87I
COMMONWEALTH OF PI~NNSYLVANIA
INHERITANCE '[AX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE J
BENEFICIARIES
FILE NUMBER
EMILY F. DEETER
ITEM
AMOUNT OR
NUMBER NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP SHARE OF ESTATE
A. Taxable Bequests:~
1.
NOT APPLICABLE
ITEM
NUMBER
NAME AND ADDRESS OF BENEFICIARY
.B. Charitable and Governmental Bequests:,.
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Also enter on line 13, Recapitulation)
(If more space is needed, insert additional sheets of same size)
AMOUNT OR
SHARE OF ESTATE
BUREAU OF ZNDIVZDUAL TAXES
ZNHERTTANCE TAX DTVTSTON
DEPT. Z80601
HARRTSBURG, PA 171Z8-0601
CONHONWEALTH OF PENNSYLVANZA
DEPARTMENT OF REVENUE
NOTZCE OF TNHERZTANCE TAX
APPRATSENENT, ALLO#ANCE OR DZSALLO#ANCE
OF DEDUCTZONS AND ASSESSMENT OF TAX
*09 JUL
L REX BICKLEY ESQ
1Z1 SOUTH ST
HaG PA 17101('* ....
DATE
ESTATE OF
DATE OF DEATH
[~ :~.L. E NUMBER
COUHTY
ACN
07-Z8-2003
DEETER
03-17-Z005
21 03-0307
CUMBERLAND
101
Aeoun~ Ree'i 'l:tad
REV-IS~i7 EX AFP (01-05)
EHILY F
HAKE CHECK PAYABLE AND REMZT PAYNENT TO:
REGISTER OF WTLLS
CUNBERLAND CO COURT HOUSE
CARL]'SLE, PA 17013
CUT ALONG THZS LZNE ~ RETAZN LOWER PORTZON FOR YOUR RECORDS ~
REV-1547 EX AFP (01-03) NOTZCE OF ZNHERZTANCE TAX APPRAZSEMENT, ALLOWANCE OR
DZSALLOWANCE OF DEDUCTZONS AND ASSESSMENT OF TAX
ESTATE OF DEETER ENTLY F FZLE NO. 21 03-0307 ACN 101 DATE 07-28-2003
TAX RETURN #AS: (X) ACCEPTED AS FZLED ( ) CHANGED
RESERVATZON COHCERNZNG FUTURE ZNTEREST - SEE REVERSE
APPRAZSED VALUE OF RETURN BASED ON: ORZGZNAL RETURN
1. Real Es*ate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
$. Closely Held Stock/Partnership Znterest (Schedule C) ($)
4. Mortgages/Notes Receivable (Schedule D) (4)
S. Cash/Bank Deposits/Hisc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F) (6)
7. Transfers (Schedule G) (7)
8. Tote1 Assets
APPROVED DEDUCTZONS AND EXEMPTZONS:
9. Funeral Expenses/Ada. Costs/Misc. Expanses (Schedule H) (9)
10. Debts/Hortgage Liabilities/Liens (Schedule Z) (10)
11. Total Deductions
12. Net Value of Tax Return
Z0~180.90
.00
.00 NOTE: To insure proper
.00 cred/t to your account,
.00 subeit the upper port/on
.00 of this fore with your
tax payeent.
.O0
(8)
7,321.08
20,180.90
14,627.05
(11) 21.948.13
(12) 1,767.23-
13.
14.
NOTE:
CharitabZe/Govarnmental Bequests; Non-elected 9115 Trusts (Schedule J) (15)
Net Value of Estate Sub~ect to Tax (14)
Zf an assessment ~as lssued previously, lines 14, 15 and/or 16, 17,
reflect flgures that lnclude the total of ALL returns assessed to date.
ASSESSHENT OF TAX:
15. Aeount of Line 14 at Spouse1 rate
16. Aeount of Line 14 taxable at Lineal/Class A rate
17. Aeount of Line 14 at Sibling rata
18. Aeount of Line 14 taxable at CoZla~eral/Class B rate
19. Principal Tax Due
TAX CREDZTS:
PAYHENT R[CEZPT DZSCOUNT (+J
DATE NUHBER ZNTEREST/PEN PAZD (-)
.00
1,767.23-
18 and 19 gill
TOTAL TAX CREDZT
BALANCE OF TAX DUE
ZNTEREST AND PEN.
TOTAL DUE
.00
.00
.00
.00
( ZF TOTAL DUE ZS LESS THAN $1, NO PAYMENT ZS RE~UZRED.
I
ZF TOTAL DUE TS REFLECTED AS A 'CREDZT' (CR), YOU NAY BE DUE
A REFUND. SEE REVERSE SZDE OF THTS FORH FOR TNSTRUCTTONS.)
ZF PAZD AFTER DATE ZNDZCATED, SEE REVERSE
FOR CALCULATZON OF ADDIT/ONAL /NTEREST.
ANOUNT PAZD
(2J;) .00 X O0 = .00
(].6) .00 X 0~5= .00
('tT) .00 X 12 : .00
(18) .00 x 15 = .00
(19)= . O0
RESERVATION:
Estates of decedents dying on or before December 12, 1982 -- if any futura interest in the estate is transferred
in possession ar enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for
life or for years, the Coemonaealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes
at the 1aclu1 Class B (collateral) rate on any such future interest.
PURPOSE OF
NOTICE:
PAYHENT:
REFUND (ER):
OBJECTIONS:
ADHIN-
ISTRATZVE
CORRECTIONS:
DISCOUNT:
PENALTY:
INTEREST:
To fulfill tho requirements of Section 2140 of the Inheritance and Estate Tax Act, Act Z$ of 2000. (72 P.S.
Section 9140).
Detach the top portion of this Notice and submit with your payment to the Register of Hills printed on the reverse side.
--Hake check or money order payable to: REGISTER OF NZLLSj AGENT
A refund of a tax credit, mhich ams not requested on the Tax Return, may be requested by completing an "Application
for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1515). Applications ars available at the Office
of the Register of gills, any of the 25 Revenue District Offices, or by calling the special 24-hour
ansaering service for fores ordering: 1-800-562-2050; services for taxpayers with special hearing and / or
speaking needs: 1-800-447-5020 (TT only).
Any party in interest not satisfied eith the appraisement, a11oaanca, or diselloaance of deductions, or assessment
of tax (including discount or interest) es shown on this Notice must object eithin sixty (68) days af receipt of
this Notice by:
--eritten protest to the PA Department of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, OR
--election to have the matter determined at audit of the account af the personal representative, OR
--appeal to the Orphans' Court.
Factual errors discovered an this assessment should be addressed in writing to: PA Department of Revenue,
Bureau of Individual Taxes, ATTN: Past Assessment Review Unit, Dept. 280601, Harrisburg, PA 17128-0601
Phone (717) 787-6505. Sea page 5 of tho booklet "Instructions for Inheritance Tax Return for a Resident
Decedent" (REV-IS01) for an explanation of administratively correctable errors.
Zf any tax due is paid mithin three (5) calendar months after the decedent's death, a five percent (52) discount of
the tax paid is a11oaed.
The 152 tax amnesty non-participation penalty is computed on the total of the tax end interest assessed, and not
paid before January 18, 1996, the first day after the end of the tax amnesty period. This non-participation
penalty is appealable in the sane manner and in the the same time period as you would appsel the tax and interest
that has been assessed as indicated on this notice.
Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of
death, to the date of payment. Taxes mhich became delinquent before January 1, 1982 bear interest et the rate of
six (62) percent par annum calculated at a dally rate of .000164. 211 taxes mhich became delinquent on end after
January 1, 1982 will bear interest at a rate ehich will vary from calendar year to calendar year mith that rate
announced by the PA Department of Revenue. The applicable interest rates for 1982 through ZOOS are:
Interest Daily Interest Daily Interest Daily
Year Rate Factor Year Rate Factor Yea.....r Rats Factor
1982 202 .OO054B 1987 92 .000247 1999 72 .000192
1985 162 .000458 1988-1991 11X .000301 ZOO0 82 .000219
1984 llZ .000501 1992 92 .000247 2001 92 .000247
1985 15X .000556 1993-1994 72 .000192 2002 62 .000164
1986 IOZ .000274 1995-1998 92 .000247 2005 52 .000157
--Interest is calculated as folloms:
INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAZEY INTEREST FACTOR
--Any Notice issued after tho tax becomes delinquent mill reflect an interest calculation to fifteen (15) days
beyond tho date of tho assessment. If payment is made after the interest computation date sheen on the
Notice, additional interest must be calculated.
..
"
.
:
Re~srerofVVillsofCumberlandCounty
STATUS REPORT UNDER RULE 6.12
Name of Decedent:
Emily F. Deeter
Date of Death:
7/1/92
Estate No.:
2003-00307
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following
with respect to completion of the administration ofthe above-captioned estate:
1. State whether administration of the estate is complete:
. Yes fil No 0
2. If the answer is No, state when the personal representative reasonably believes that
the administration will be complete:
3. If the answer to No.1 is Yes, state the following:
a. Did the personal representative file a final account with the Court?
Yes 0 No~
b. The separate Orphans' Court No. (if any) for the personal representative's
account is:
c. Did the personal representative state an account informally to the parties in
interest? Yes g No 0
c. Copies of receipts, releases, joinders and approval offormal or informal
accounts may be filed with the Clerk of the Orphans' Court and may be
attached to this report.
~
Signatur
Date:
211/'/
I '
To. 'Rp-x R;C'klpy
Name
114 South St., Harrisburg, FA 17101
Address
(717) 234-0577
Telephone No.
en
./'_.'
. <Capacity:
o Personal Representative
@' Counsel for personal representative
ufi
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 2/02/2005
BICKLEY L REX
121 SOUTH STREET
HARRISBURG, PA 17101
RE: Estate of DEETER EMILY F
File Number: 2003-00307
Dear Sir/Madam:
It has come to my attention that you have not filed the Status
Report by Personal Representative (Rule 6.12) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO.
103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing will become delinquent on: 3/17/2005
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
~=~
REGISTER OF WILLS
cc: File
Personal Representative(s)
Judge
uR